{"id":6536,"date":"2025-12-09T17:13:43","date_gmt":"2025-12-09T23:13:43","guid":{"rendered":"https:\/\/librarytestdev.wpenginepowered.com\/?post_type=doc&#038;p=6536"},"modified":"2026-01-06T19:24:31","modified_gmt":"2026-01-07T01:24:31","slug":"creating-blocktrader-templates","status":"publish","type":"doc","link":"https:\/\/library-staging.tradingtechnologies.com\/trade\/basic-order-entry\/blocktrader\/task-blocktrader\/creating-blocktrader-templates\/","title":{"rendered":"Creating Blocktrader templates"},"content":{"rendered":"\n<p>Templates allow you to save frequently-used Blocktrader settings for future use. They let you quickly select a set of predefined values from a template list. You can create multiple templates for a specific blocktrade, as well as create different sets of templates for different blocktrades. These templates can be selected from the drop-down to populate the order parameter fields with the saved values.<\/p>\n\n<!--\nCreate section\n-->\n<div>\n  <h3 id=\"create-template\">Creating a Blocktrader template<\/h3>\n  <p>To create a Blocktrader template:<\/p>\n  <ol>\n    <li>\n      <p>Select <b>Add template<\/b> from the <b>Template<\/b> drop-down menu.<\/p>\n    <\/li>\n    <p><img decoding=\"async\" class=\"img-responsive\" src=\"https:\/\/library-staging.tradingtechnologies.com\/wp-content\/uploads\/2025\/12\/blocktrader-template-add.png\"> \n    <\/p>\n    <li>\n      <p>In the <b>Add template<\/b> dialog, enter a <b>Name<\/b> for the template, and click <b>Save<\/b>.<\/p>\n      <p>The template is added to the drop-down.<\/p>\n    <\/li>\n    <li>\n      <p>Update the desired order parameter values, and click the <img decoding=\"async\" src=\"https:\/\/library-staging.tradingtechnologies.com\/wp-content\/uploads\/2025\/12\/icon-save-7.png\" alt=\"Save\"> icon.<\/p>\n    <\/li>\n  <\/ol>\n<\/div>\n<!--\nUsing section\n-->\n<div>\n  <h3 id=\"use-template\">Using a Blocktrader template<\/h3>\n  <p>To use a Blocktrader template:<\/p>\n  <ol>\n    <li>\n      <p>From the <strong>Template<\/strong> drop-down, select the template desired.<\/p>\n    <\/li>\n    <p><img decoding=\"async\" class=\"img-responsive\" src=\"https:\/\/library-staging.tradingtechnologies.com\/wp-content\/uploads\/2025\/12\/blocktrader-template-select.png\"> \n    <\/p>\n    <li>\n      <p>Make any changes to the parameters if needed before confirming the trade.<\/p>\n    <\/li>\n  <\/ol>\n<\/div>\n<!--\nModify section\n-->\n<div>\n  <h3 id=\"create-templates\">Modifying a Blocktrader template<\/h3>\n  <p>To modify a Blocktrader template:<\/p>\n  <ol>\n    <li>\n      <p>From the <strong>Template<\/strong> drop-down, select the template you want to modify.<\/p>\n    <\/li>\n    <li>\n      <p>Update the desired parameter values, and click the <img decoding=\"async\" src=\"https:\/\/library-staging.tradingtechnologies.com\/wp-content\/uploads\/2025\/12\/icon-save-8.png\" alt=\"Save\"> icon.<\/p>\n    <\/li>\n  <\/ol>\n<\/div>\n<!--\nDefault section\n-->\n<div>\n  <h3 id=\"default-template\">Setting a default Blocktrader template<\/h3>\n  <p>The template drop-down menu lets you specify a default template (indicated by the yellow star) that will appear pre-selected every time you select the associated exchange. You can revert to the default system settings by selecting the <strong>&lt;None&gt;<\/strong> option.<\/p>\n  <p>To set a default Blocktrader template:<\/p>\n  <ol>\n    <li>\n      <p>Click the <b>Template<\/b> drop-down menu.<\/p>\n    <\/li>\n    <li>\n      <p>Click the <img decoding=\"async\" src=\"https:\/\/library-staging.tradingtechnologies.com\/wp-content\/uploads\/2025\/12\/icon-yellow-star-3.png\" alt=\"Star\"> icon for the template you want to make the default.<\/p>\n    <\/li>\n    <p><img decoding=\"async\" class=\"img-responsive\" src=\"https:\/\/library-staging.tradingtechnologies.com\/wp-content\/uploads\/2025\/12\/blocktrader-template-default.png\"> \n    <\/p>\n  <\/ol>\n<\/div>\n<!--\nDelete section\n-->\n<div>\n  <h3 id=\"delete-template\">Deleting a Blocktrader template<\/h3>\n  <p>To delete a Blocktrader template:<\/p>\n  <ol>\n    <li>\n      <p>Click the <b>Template<\/b> drop-down menu.<\/p>\n    <\/li>\n    <li>\n      <p>Click the <img decoding=\"async\" src=\"https:\/\/library-staging.tradingtechnologies.com\/wp-content\/uploads\/2025\/12\/icon-delete-algo-template-1.png\" alt=\"Trash Can\"> icon for the template you want to delete.<\/p>\n    <\/li>\n  <\/ol>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Templates allow you to save frequently-used Blocktrader settings for future use. They let you quickly select a set of predefined values from a template list. You can create multiple templates for a specific blocktrade, as well as create different sets of templates for different blocktrades. These templates can be selected from the drop-down to populate the order parameter fields with the saved values.<\/p>\n<p><!--\nCreate section\n--><\/p>\n<div>\n<h3 id=\"create-template\">Creating a Blocktrader template<\/h3>\n<p>To create a Blocktrader template:<\/p>\n<ol>\n<li>\n<p>Select <b>Add template<\/b> from the <b>Template<\/b> drop-down menu.<\/p>\n<\/li>\n<p><img decoding=\"async\" class=\"img-responsive\" src=\"https:\/\/library-staging.tradingtechnologies.com\/wp-content\/uploads\/2025\/12\/blocktrader-template-add.png\">\n    <\/p>\n<li>\n<p>In the <b>Add template<\/b> dialog, enter a <b>Name<\/b> for the template, and click <b>Save<\/b>.<\/p>\n<p>The template is added to the drop-down.<\/p>\n<\/li>\n<li>\n<p>Update the desired order parameter values, and click the <img decoding=\"async\" src=\"https:\/\/library-staging.tradingtechnologies.com\/wp-content\/uploads\/2025\/12\/icon-save-7.png\" alt=\"Save\"> icon.<\/p>\n<\/li>\n<\/ol>\n<\/div>\n<p><!--\nUsing section\n--><\/p>\n<div>\n<h3 id=\"use-template\">Using a Blocktrader template<\/h3>\n<p>To use a Blocktrader template:<\/p>\n<ol>\n<li>\n<p>From the <strong>Template<\/strong> drop-down, select the template desired.<\/p>\n<\/li>\n<p><img decoding=\"async\" class=\"img-responsive\" src=\"https:\/\/library-staging.tradingtechnologies.com\/wp-content\/uploads\/2025\/12\/blocktrader-template-select.png\">\n    <\/p>\n<li>\n<p>Make any changes to the parameters if needed before confirming the trade.<\/p>\n<\/li>\n<\/ol>\n<\/div>\n<p><!--\nModify section\n--><\/p>\n<div>\n<h3 id=\"create-templates\">Modifying a Blocktrader template<\/h3>\n<p>To modify a Blocktrader template:<\/p>\n<ol>\n<li>\n<p>From the <strong>Template<\/strong> drop-down, select the template you want to modify.<\/p>\n<\/li>\n<li>\n<p>Update the desired parameter values, and click the <img decoding=\"async\" src=\"https:\/\/library-staging.tradingtechnologies.com\/wp-content\/uploads\/2025\/12\/icon-save-8.png\" alt=\"Save\"> icon.<\/p>\n<\/li>\n<\/ol>\n<\/div>\n<p><!--\nDefault section\n--><\/p>\n<div>\n<h3 id=\"default-template\">Setting a default Blocktrader template<\/h3>\n<p>The template drop-down menu lets you specify a default template (indicated by the yellow star) that will appear pre-selected every time you select the associated exchange. You can revert to the default system settings by selecting the <strong>&lt;None&gt;<\/strong> option.<\/p>\n<p>To set a default Blocktrader template:<\/p>\n<ol>\n<li>\n<p>Click the <b>Template<\/b> drop-down menu.<\/p>\n<\/li>\n<li>\n<p>Click the <img decoding=\"async\" src=\"https:\/\/library-staging.tradingtechnologies.com\/wp-content\/uploads\/2025\/12\/icon-yellow-star-3.png\" alt=\"Star\"> icon for the template you want to make the default.<\/p>\n<\/li>\n<p><img decoding=\"async\" class=\"img-responsive\" src=\"https:\/\/library-staging.tradingtechnologies.com\/wp-content\/uploads\/2025\/12\/blocktrader-template-default.png\">\n    <\/p>\n<\/ol>\n<\/div>\n<p><!--\nDelete section\n--><\/p>\n<div>\n<h3 id=\"delete-template\">Deleting a Blocktrader template<\/h3>\n<p>To delete a Blocktrader template:<\/p>\n<ol>\n<li>\n<p>Click the <b>Template<\/b> drop-down menu.<\/p>\n<\/li>\n<li>\n<p>Click the <img decoding=\"async\" src=\"https:\/\/library-staging.tradingtechnologies.com\/wp-content\/uploads\/2025\/12\/icon-delete-algo-template-1.png\" alt=\"Trash Can\"> icon for the template you want to delete.<\/p>\n<\/li>\n<\/ol>\n<\/div>\n","protected":false},"author":2,"template":"","meta":{"_acf_changed":false,"footnotes":""},"docs-category":[314],"class_list":["post-6536","doc","type-doc","status-publish","hentry","docs-category-task-blocktrader"],"acf":[],"_links":{"self":[{"href":"https:\/\/library-staging.tradingtechnologies.com\/ja\/wp-json\/wp\/v2\/doc\/6536","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/library-staging.tradingtechnologies.com\/ja\/wp-json\/wp\/v2\/doc"}],"about":[{"href":"https:\/\/library-staging.tradingtechnologies.com\/ja\/wp-json\/wp\/v2\/types\/doc"}],"author":[{"embeddable":true,"href":"https:\/\/library-staging.tradingtechnologies.com\/ja\/wp-json\/wp\/v2\/users\/2"}],"version-history":[{"count":0,"href":"https:\/\/library-staging.tradingtechnologies.com\/ja\/wp-json\/wp\/v2\/doc\/6536\/revisions"}],"wp:attachment":[{"href":"https:\/\/library-staging.tradingtechnologies.com\/ja\/wp-json\/wp\/v2\/media?parent=6536"}],"wp:term":[{"taxonomy":"docs-category","embeddable":true,"href":"https:\/\/library-staging.tradingtechnologies.com\/ja\/wp-json\/wp\/v2\/docs-category?post=6536"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}